Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,476 | $34,316-46.2% | $74,719-75.3% | $72,983-74.7% |
| Participation rate | 6.2% | 42.4%-36.3pp | 54.5%-48.3pp | 69.5%-63.3pp |
| Annual return | 22.71% | 26.58%-3.9pp | 753.05%-730.3pp | 81.01%-58.3pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $271 | $1,272-78.7% | $1,963-86.2% | $3,608-92.5% |
| Admin fee / account holder | $661 | $2,125-68.9% | $3,334-80.2% | $5,124-87.1% |